Two big themes were on my mind last weekend: inflation and values. Why the former might occupy space in my mind is pretty self-explanatory--it's hard to take a breath without hearing/noticing how fast prices are rising. Ballooning costs have a macro-impact as well as a...

We all want the investment that does this: A smooth and steady march up-and-to-the-right. The challenge is the stock market actually does this: Where things get interesting is when you take the blue line from my hypothetical investment and overlay it onto the second chart showing the actual...